Monday, March 25, 2013

Statement of Candidacy for President-Elect of SCASFAA

Kenneth T. Cole


                It is an honor to be nominated for the position of SCASFAA President for the 2014-2015 year.  In the many years I have served SCASFAA I have endeavored to learn all aspects of the association and become a productive member of the team.  I believe strongly in our mission statement, and know that through hard work and determination our community of professionals will successfully promote the advancement of financial aid for generations of new college students in South Carolina.   I am committed to the future of SCASFAA and in collaboration with our members and sponsors I know we can expand upon our professional development to provide excellent peer support and cutting-edge training for new and experienced financial aid professionals.  I believe I have enough experience to perform the duties of the President successfully and will use the year as President-Elect to further enhance my knowledge and skills.  I have been a member of SCASFAA for eleven years, served SCASFAA actively for nearly eight years, and have been a member of the board for the past four years.


                In my year as Treasurer (2009-2010) I became familiar with the financial workings of the association.   I promoted a philosophy that we must be good stewards of the investment our past and present members have made in the association.  This included both carefully saving and fruitful spending.  With the loss of most sponsorship funding due to the ending of FFELP and a significant reduction of interest revenue due to the recession we had anticipated suffering a loss of nearly twenty thousand dollars.  Instead our organization came in three thousand dollars under budget and our total loss was only around ten thousand dollars.  At that time we had a significant investment of funds, and due to careful financial planning we have lost only 5% of those savings in as many years.  This is certainly a result of many individuals working as a team to accomplish a common goal.  I have always enjoyed being a productive member of that team.  If I am called upon to lead in 2014-2015 I intend to continue this philosophy; allocating membership dues to the exceptional and affordable professional development that has come to be expected of SCASFAA while ensuring the future of the association through investment and savings. 

                In my year as Vice President (2010-2011) I took on the responsibility of coordinating the professional development of the association.  I had the distinct advantage of having some of the best professionals to work with, and each member of my committee that year was called upon to perform indispensable duties for our members.  I particularly wish to thank Sarah Dowd, Tamy Garofano, Katie Harrison, Elizabeth Milam, Kevin Perry, Jeni Rone, Donna Quick, and Aria Simmons; as well as all other members of my committee that year.  Because of their hard work, commitment and professionalism we were able to provide a dual New Aid Officer’s and Intermediate Aid Officer’s Workshop in which we saw over 43 attendees (compare to 11 in 09-10 and 0 in 08-09) at a final cost to SCASFAA of only $460.  We successfully continued the Fall Update via Technet, started by Aria Simmons, in lieu of the Fall Conference that was cut for financial reasons.  88 Individuals pre-registered for this event, with many more in actual attendance.  Our Leadership Symposium suffered some setbacks but, under the coordination of Katie Harrison, was a success. 41 attendees completed the DISC Leadership Profile with training by Dr. Ron White.  The event came in under budget by $71.  We also pursued some webinars during this period (with thanks to NSLP).  This is a trend I hope to continue.  If I am elected as President in 2014-2015, it is my goal to make exceptional strides towards professional development, pursuing the best possible training for our members by the most price effective means. 

                In 2011-2012 I served as Chair of the Legislative Relations Committee.  With the guidance of experienced professionals such as Kim Jenerette, Allison Sullivan, Jeff Dennis and Dr. Ed Miller, I was able to provide continuous updates and early notifications to our members of important legislative actions.   During this time our nation faced a great budget crisis due to excessive deficit and the Federal Debt-Ceiling.  Discussions were in play of eliminating Direct Loan Subsidies, reducing Pell by nearly 46% and many other possible cuts.  On behalf of the association I joined EASFAA and SASFAA (representing 24 states and over 1200 financial aid administrators) for a Legislative Briefing on Capitol Hill in October of 2011. We expressed our thoughts and concerns regarding the impact of reduced financial aid on the overall economy then and in the future.  During this meeting I was able to speak with the Legislative Aids in Education for both Senator Mick Mulvaney and Representative Joe Wilson.  I also sent communications to Representative James Clyburn who was on the Budget Super Committee, and encouraged our members to write their legislators and push for a compromise that spared higher education funding.  In the end a budget agreement was reached while allocations to federal funds were not significantly cut.  In 2013-2014 we face a similar crisis, with the resultant Sequestration.  If not stopped, this process could result in dramatic changes to Federal Student Aid funding in 2014-2015.  As President-Elect in 2013-2014 I would, if permissible, work with the Legislative Relations Chair to help open a dialogue with our current representatives and senators.  We must encourage a budget compromise that would result in the best investment of federal funds into higher education for the prosperity of our nation’s future.  In the years that follow we must maintain this relationship to become a trusted source of knowledge regarding Federal Student Aid.

                In 2012-2013 I served as Chair of the Peer Support Committee.  SCASFAA is a “community of professionals…” who “…in a collaborative effort…provides personal professional development…by involving all members…in an environment of cooperation and support.”[i]  I believe deeply in this Mission Statement and my efforts this year have been to revitalize the Peer Support Network to be a key component in upholding this philosophy.  I have renewed the list of knowledgeable volunteers, updated the list of topics, and provided a stream-lined means for members to request assistance at the click of a button.  In the future SCASFAA must emphasize this aspect of its services, encouraging members to make use of this tool.  No member of SCASFAA is alone.  We are all a resource for each other, and Peer Support is a means for our members to quickly and easily find professional and experienced advice on how to resolve the important and complex issues that we face daily.    Peer Support is not only for new members, but a tool to be used by even the most veteran aid administrator.

                As an active member of SCASFAA since 2005 I have served on various other committees and in other functions, as detailed below.  I have personally been the beneficiary of SCASFAA’s professional development and have repeatedly sent my own staff to the training provided. 

                I believe strongly in the mission of SCASFAA and in the future of the association.  I know the setbacks we have encountered, the areas in which we have erred, and the difficulties we face in the future.  I also know the professionalism and commitment of SCASFAA’s board, the incredible experience and talent of its members, and the importance of an association to new financial aid professionals.  SCASFAA must overcome our financial difficulties, reconnect to our members, and pursue an agenda that places an emphasis on excellent professional development, proactive legislative awareness, financial accountability, and membership involvement by fostering an environment of cooperation and support.  These are aspects of the plan set forth by our current and future Presidents, and I hope to continue and expand upon these goals as President in 2014-2015.       

                Below you will find a summary of my qualifications, experiences, goals and vision for SCASFAA.  I am very thankful to the Nominations and Elections Committee for giving me this opportunity and I am very thankful to you, the Membership of SCASFAA, for your consideration.  I know that SCASFAA has currently and will continue to have strong leadership, and I hope to be a part of that in whatever way I am called to serve.

               

Education:

B.A. in Theatre, College of Charleston 2000

SASFAA New Aid and Intermediate Officer’s Training 2001

Master’s level course work in Public Administration at UNCW

Non-degree coursework in Political Science at USCL

Currently applying to the M.P.A. program at USC


Professional Career:

Director of Financial Aid, USC Lancaster; 2005-2013

Assistant Director of Financial Aid, UNC Wilmington; 2002-2005

Senior Financial Aid Counselor and Technical Specialist, Coker College; 2000-2002

Statistical Data Analyst, College of Charleston; 1998-2000

Direct Loan Specialist, College of Charleston; 1996-1998


Association Experience:

Peer Support Committee Chair, 2012-2013

Auditor 2011-2012 Fiscal Year

Legislative Relations Committee Chair, 2011-2012

Auditor 2010-2011 Fiscal Year

Vice-President, 2010-2011

Treasurer, 2009-2010

Treasurer-Elect, 2008-2009


Committee Involvement

Peer Support Network Chair 2012-2013

Consumer Relations Committee Member 2012-2013

Legislative Relations Committee Member 2012-2013

Legislative Relations Committee Chair 2011-2012

Counselor Relations Committee Member 2011-2012

Consumer Relations Committee Member 2011-2012

Budget Committee Member 2011-2012

Professional Development Committee Member 2011-2012

Professional Development Committee Chair 2010-2011 (as Vice President)

Consumer Relations Committee Member 2010-2011

Budget Committee Member 2010-2011

Professional Development Committee Member 2009-2010

Budget Committee Chair 2009-2010 (as Treasurer)

Consumer Relations Committee Member 2009-2010

Conference Committee Member 2009-2010 (as Treasurer)

Budget Committee Member 2008-2009 (as Treasurer-Elect)

Counselor Relations Committee Member 2008-2009

Consumer Relations Committee Member 2008-2009

Professional Development Committee Member 2007-2008

Counselor Relations Committee Member 2007-2008

SCASFAA/NCASFAA Joint Conference Committee Member/Presenter 2006-2007


Vision

My vision for SCASFAA is to be an association known for our public service and commitment to excellent professional development.   I believe it is time to reevaluate how we attain the goals set forth in our Mission Statement.  Because of changes in our funding sources we have become more self-reliant and as such we much strive to meet the expectations of our members through the resources we have available to us.  We must make greater use of more cost-effective technology to provide professional development, hold meetings, and reach the public.  Reducing costs does not mean that we have to reduce services.  There are other means by which we can meet the needs of members, students, and high school counselors.  SCASFAA can provide excellent and reliable information to our colleagues and our students through electronic communications.  We can reach out to other associations and organizations to provide coordinated events and training through shared resources.  We can provide more regular, timely and meaningful updates on legislative and regulatory changes.  The means to accomplish these goals is through membership participation.  We must, therefore, pursue a higher level of involvement.  To do so we must be prepared to offer our members a greater level of professional development, more flexibility in participation, and a greater voice in what SCASFAA should become.  This is my vision for SCASFAA.


Agenda

The following details the basic structure of the agenda I would pursue if I am elected as President in 2014-2015.  While I cannot guarantee that all of these plans would come to fruition, I can say that these are the specific areas I believe need to be addressed and this is how I would address them.

Community Involvement:

To begin a Financial Aid Awareness Campaign for all high school students beginning in November;

To begin an “IRS Data Retrieval Reminder” campaign in April;

To support participation in College Fairs, High School Financial Aid Nights, and  SACAC Mini Camps;

To promote “College Affordability” as an important aspect in the future of student financial aid;

To continue involvement in and expansion of the College Goal South Carolina event;

To actively pursue continued participation in National Training for Counselors and Mentors.

Participation:

To emphasize the importance and responsibilities of each position within the association;

To promote the continued involvement of responsible committee members, while encouraging the addition of new actively interested members;

To encourage committee chairs to establish a set of goals, budget towards those goals, and report regular results of their efforts;

To provide a more in-depth transition for committee chairs, as well as a simple reporting method to assure proper transition.

Membership:

To expand membership through new and improved services;

To promote SCASFAA through other associations, such as CACRAO, SCASBO, SCAVA, SCICU, SACAC;

To promote school supported membership through direct communication with college Presidents, Chancellors and Deans;

To provide each new member a SCASFAA welcome packet with valuable references and resources at minimal cost to the association.

Budgeting:

To improve the budgeting process through historical statistical data;

To commit to improved financial performance through detailed analysis of prior year audits;

To schedule quarterly Budget Committee meetings;

To develop a five year financial plan;

To develop a long-term financial plan for a successful and sustainable future;

To reduce travel and food costs by investing in online meeting services.

Professional Development:

To provide a Fall Update as necessary through web conferencing or in coordination with the technical colleges if available;

To research a quarterly webinar series that would be either free or have a minimal cost to members;

To reevaluate our current Leadership Training model and consider developing a similar 3-year model for New Aid Officer’s Training;

To survey membership prior to developing professional development sessions and assure we are meeting the needs of our association.

Legislative Relations:

To keep our members aware of the latest legislation and how that may impact their offices;

To promote members to communicate in writing with their representatives about legislation;

To develop a working relationship with the staff of senators and congressmen;

To continue our collaboration with the SC Commission on Higher Education, South Carolina Tuition Grants Commission and SC Student Loan Corporation in their efforts to provide our students the best possible financial aid for college.




[i] SCASFAA’s Mission Statement; http://www.scasfaa.org/mission

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